Email Lists

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MonkeyPod email lists may contain unlimited subscribers. All subscribers must also be tracked as relationships in your MonkeyPod database. 

There are several ways to add subscribers to a list.

Adding a Single Subscriber

To manually add a single subscriber to a list:

  1. When viewing the list in question, click "Add Subscribers to List" 
  2. Search for an existing contact or create a new one on the fly

  3. Select the contact and click the submit button to confirm

Important: This process skips the normal opt-in workflow, so make sure you have permission to send this person email. 

Adding Relationships by Role

MonkeyPod makes it easy to cross reference and synchronize entity roles and mailing list subscriptions.

  1. When viewing the list in question, click "Add Subscribers to List" 
  2. Scroll to the role you want to subscribe to the list
  3. (Optional) Preview the import to make sure you're subscribing the right people
  4. Subscribe some or all of the entities in question 

Note: Any matching entities without valid email addresses will not be subscribed.

Important: This process skips the normal opt-in workflow, so make sure you have permission to send this person email. 

Adding Relationships from Search Results

Sometimes you need to subscribe a group of relationships to a mailing list based on multiple, specific criteria.

  1. Search your relationships based on the relevant criteria
  2. After the search results load (if there are matching results), click the link to "Subscribe matching contacts to mailing list"
  3. Select the list to which matching entities should be subscribed
  4. Click "Subscribe all"

Note: Any matching entities without valid email addresses will not be subscribed.

Important: This process skips the normal opt-in workflow, so make sure you have permission to send this person email. 

Accepting Self-Signups on your Own Website

In the long run, many or most of your subscribers will come from self-signups on your own website. MonkeyPod makes this easy by allowing you to embed subscription forms directly into your website! If you're interested in this option, be sure to check out the dedicated article in the knowledgebase.

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